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Microsoft

Explore the core capabilities of Microsoft Dynamics 365 customer engagement apps

Microsoft via Microsoft Learn

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Overview

  • Module 1: Get introduced to the customer engagement apps

    • After completing this module, you will be able to:

    • Explain customer engagement
    • Describe Microsoft Dataverse
    • List the Dynamics 365 customer engagement apps
    • Describe the common components and features of the Dynamics 365 customer engagement apps
  • Module 2: Explore Dynamics 365 Project Operations

    • After completing this module, you will be able to:

    • Describe how to project-based services
    • Explain key industry and application terminology
    • Get started with Dynamics 365 Project Operations
  • Module 3: Describe the sales capabilities of Dynamics 365 Project Operations

    • After completing this module, you will be able to:

    • Explain the project selling capabilities in Dynamics 365 Project Operations
    • Create and qualify project leads in Dynamics 365 Project Operations
    • Describe project opportunity management in Dynamics 365 Project Operations
    • Explain project quoting in Dynamics 365 Project Operations
  • Module 4: Plan projects with Dynamics 365 Project Operations

    • After completing this module, you will be able to:

    • Explain the project management capabilities of Dynamics 365 Project Operations
    • Describe project team management in Dynamics 365 Project Operations
    • Explain expense management in Dynamics 365 Project Operations
  • Module 5: Review the resource utilization capabilities of Dynamics 365 Project Operations

    • After completing this module, you will be able to:

    • Explain project resource scheduling capabilities of Dynamics 365 Project Operations
    • Describe options for managing project resources
    • Describe options for viewing resource utilization

Syllabus

  • Module 1: Get introduced to the customer engagement apps
    • Introduction
    • Define customer engagement
    • Describe Microsoft Dataverse
    • Examine the customer engagement apps
    • Work with customers and activities
    • Explain how to search and filter data
    • Examine the product catalog
    • Review integration technologies and use cases
    • Examine out-of-the-box reporting capabilities
    • Knowledge check
    • Summary
  • Module 2: Explore Dynamics 365 Project Operations
    • Introduction
    • Get introduced to project-based services
    • Review key terminology
    • Examine the project services lifecycle
    • Explore the different deployment types
    • Knowledge check
    • Summary
  • Module 3: Describe the sales capabilities of Dynamics 365 Project Operations
    • Introduction
    • Describe project sales
    • Create and qualify project leads
    • Describe project opportunities management
    • Review the quote lifecycle in Dynamics 365 Project Operations
    • Describe the use cases for project contracts
    • Knowledge check
    • Summary
  • Module 4: Plan projects with Dynamics 365 Project Operations
    • Introduction
    • Explain the project management capabilities in Dynamics 365 Project Operations
    • Explain the different project stages
    • Manage project teams
    • Describe expense management in Dynamics 365 Project Operations
    • Describe charts and boards in Dynamics 365 Project Operations
    • Knowledge check
    • Summary
  • Module 5: Review the resource utilization capabilities of Dynamics 365 Project Operations
    • Introduction
    • Describe resource management
    • Define resources
    • Identify resource management modes
    • Reconcile resources in Dynamics 365 Project Operations
    • Describe resource utilization in Dynamics 365 Project Operations
    • Knowledge check
    • Summary

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